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State Street SPDR Portfolio S&P 500 Growth ETF

916 hedge funds and large institutions have $17.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 359 increasing their positions, 317 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 37

133% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $4.9M

19% more capital invested

Capital invested by funds: $14.4B → $17.2B (+$2.74B)

16% more funds holding in top 10

Funds holding in top 10: 144167 (+23)

13% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 317

11% more funds holding

Funds holding: 823916 (+93)

2.32% more ownership

Funds ownership: 77.53%79.86% (+2.3%)

Holders
916
Holders Change
+93
Holders Change %
+11.3%
% of All Funds
13.35%
Holding in Top 10
167
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+15.97%
% of All Funds
2.43%
New
137
Increased
359
Reduced
317
Closed
37
Calls
$11.4M
Puts
$4.9M
Net Calls
+$6.5M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
876
Washington Trust
Rhode Island
$10.4K
HWM
877
Horizons Wealth Management
North Carolina
$10.3K
FDCDDQ
878
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.76K
CLOS
879
Compagnie Lombard Odier SCmA
Switzerland
$9.11K +$8.63K +140 New
NRG
880
Nemes Rush Group
Michigan
$8.78K
RF
881
Robinswood Financial
Washington
$8.46K
CAM
882
Chesapeake Asset Management
New York
$8.13K +$1.54K +25 +25%
PCFFS
883
Pacific Center for Financial Services
California
$7.81K
ASBI
884
American State Bank (Iowa)
Iowa
$7.74K
PWMG
885
Provence Wealth Management Group
California
$7.35K
BSB
886
Bangor Savings Bank
Maine
$6.57K -$6.11K -99 -50%
TIM
887
Tortoise Investment Management
New York
$6.18K
NMG
888
New Millennium Group
Utah
$5.78K
CWC
889
Carolinas Wealth Consulting
North Carolina
$5.08K
CAM
890
Creekmur Asset Management
Illinois
$4.88K +$4.63K +75 New
MSG
891
Main Street Group
Virginia
$4.62K +$4.32K +70 New
RFG
892
REAP Financial Group
Texas
$3.97K +$3.76K +61 New
TCM
893
TD Capital Management
Tennessee
$3.83K -$16.6K -269 -82%
MSWM
894
McGlone Suttner Wealth Management
Wisconsin
$3.77K +$3.58K +58 New
MA
895
Montag & Associates
Georgia
$3.71K
WBC
896
West Branch Capital
Massachusetts
$3.64K
FWA
897
FSC Wealth Advisors
New York
$3.58K
VCM
898
Versant Capital Management
Arizona
$3.51K +$3.33K +54 New
BCMLT
899
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.5K +$1.05K +17 +40%
RBC
900
Roble Belko & Company
Pennsylvania
$3K +$2.9K +47 New

SPYG Hedge Fund Activity: Q4 2023 in Review

916 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2023, worth a combined $17.2B — up 19% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SPYG positions and 37 closed out — a net gain of 100 holders — while 359 added to existing stakes and 317 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $414M. The largest seller was Envestnet Asset Management, cutting an estimated $279M.

  • 916 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2023, up from 823 in Q3 2023.
  • Funds reported $17.2B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 137 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2023 and 37 closed out, a net change of +100 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $414M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2023.